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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,463 | $176,120-44.7% | $159,487-38.9% | $167,553-41.8% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 13.98% | 331.95%-318.0pp | 263.71%-249.7pp | 478.89%-464.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $5,564 | $7,752-28.2% | $7,354-24.3% | $6,343-12.3% |
| Admin fee / account holder | $3,216 | $12,561-74.4% | $10,804-70.2% | $12,316-73.9% |